How To Add A Contact

Step 1: Go to “Contacts”.

Step 2: Click “New Contact”.

Step 3: Enter the basic details like email id, Name, Gender, Designation, Mobile number, Contact owner and Lead status.

Step 4: Then click the “Save” option.

Step 5: By clicking “Import” button you can import customer data and also you can

download the data by clicking “Download Sample Spreadsheet” button.

Step 6: Click on the “Name” of the customer.

You can add all the day to day activities here.